MB Financial AdvisoryBook a call
Book a call

Thirty minutes.

No charge, nothing to prepare, and no obligation of any kind at the end of it. If we are the wrong firm for what you need, we will say so on the call.

  1. 01

    You describe the situation

    Roughly what you hold, what is coming up, and what is bothering you about it. No documents needed and nothing to prepare.

  2. 02

    We tell you what we would actually do

    Which piece of work fits, what it would cost, and how long it would take — or that you do not need us, which happens and is a legitimate outcome of the call.

  3. 03

    We check we are allowed to act for you

    Switzerland has no EU passport for financial services, so where you are resident matters. We establish that at the start rather than after you have invested time.

Prefer to write first? Send a question and we will answer it in writing — a call only makes sense once you know it is worth having.

Request a slot

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This decides whether we are permitted to act for you. We need this before we can arrange a call.
Roughly what are we talking about?
A range, not a figure. It tells us which of us should take the call.

We use what you send here to arrange and prepare for the call, and for nothing else. How we handle it, how long we keep it and how to have it deleted is set out in our privacy notice.